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381 hedge funds and large institutions have $4.61B invested in Sony in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $86.1M | Put options by funds: $64.6M

0.87% less ownership

Funds ownership: 38.5%37.64% (-0.87%)

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 393381 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $5.93B → $4.61B (-$1.32B)

24% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 135

Holders
381
Holders Change
-12
Holders Change %
-3.05%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
70
Increased
103
Reduced
135
Closed
77
Calls
$86.1M
Puts
$64.6M
Net Calls
+$21.5M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
301
First Command Financial Services
Texas
$23K
TL
302
TrueWealth LLC
Georgia
$22K -$5.71K -540 -19%
FC
303
Ferris Capital
Massachusetts
$22K -$5.29K -500 -18%
TWA
304
TCI Wealth Advisors
Arizona
$22K
NL
305
NKCFO LLC
Illinois
$22K +$23.8K +2,250 New
LWA
306
Lenox Wealth Advisors
New York
$20K
BL
307
Balentine LLC
Georgia
$20K +$16K +1,510 +272%
AIA
308
Alera Investment Advisors
Illinois
$19K +$20.6K +1,950 New
VFA
309
Valeo Financial Advisors
Indiana
$18K -$2.86K -270 -13%
POIA
310
Pin Oak Investment Advisors
Texas
$18K +$19.7K +1,860 New
APC
311
Aspire Private Capital
North Carolina
$18K +$19.7K +1,865 New
WTB
312
Washington Trust Bank
Washington
$17K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.2K +1,055 +151%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$17K +$688 +65 +4%
WEC
315
Winslow Evans & Crocker
Massachusetts
$16K +$9.84K +930 +169%
MNBTD
316
Moody National Bank Trust Division
Texas
$15K +$16K +1,515 New
EWM
317
Endurance Wealth Management
Rhode Island
$14K
THWM
318
Taylor Hoffman Wealth Management
Virginia
$14K
NFG
319
Next Financial Group
Texas
$13K -$5.08K -480 -26%
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$13K
BI
321
Bramshill Investments
Florida
$12K -$3.81K -360 -22%
OSNBOA
322
Old Second National Bank of Aurora
Illinois
$12K
AF
323
Allworth Financial
California
$10K
DAM
324
Delta Asset Management
Tennessee
$10K
PCA
325
Peddock Capital Advisors
Massachusetts
$10K

SONY Hedge Fund Activity: Q4 2018 in Review

381 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2018, worth a combined $4.61B — down 22% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SONY and 70 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 103 added.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $56.6M. The largest seller was Primecap Management, cutting an estimated $69.9M.

  • 381 institutional investors held Sony (SONY) as of Q4 2018, down from 393 in Q3 2018.
  • Funds reported $4.61B of Sony stock for Q4 2018, down 22% quarter-over-quarter.
  • 70 funds opened new Sony positions in Q4 2018 and 77 closed out, a net change of -7 holders.
  • The largest Sony buyer in Q4 2018 was Menora Mivtachim Holdings, an estimated $56.6M added.
  • The largest Sony seller in Q4 2018 was Primecap Management, an estimated $69.9M sold.

Based on aggregated 13F filings for Q4 2018.